A detailed history of Geo Wealth Management, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Geo Wealth Management, LLC holds 3,672 shares of HEFA stock, worth $128,960. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,672
Holding current value
$128,960
% of portfolio
0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$31.29 - $34.9 $114,896 - $128,152
-3,672 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$31.29 - $34.9 $114,896 - $128,152
3,672 New
3,672 $128,000
Q2 2023

Aug 10, 2023

SELL
$29.32 - $31.08 $17,943 - $19,020
-612 Reduced 6.25%
9,182 $284,000
Q1 2023

May 12, 2023

BUY
$27.47 - $29.65 $16,811 - $18,145
612 Added 6.67%
9,794 $289,000
Q4 2022

Feb 13, 2023

SELL
$27.0 - $34.09 $1.91 Million - $2.41 Million
-70,733 Reduced 88.51%
9,182 $248,000
Q3 2022

Nov 14, 2022

SELL
$30.39 - $33.24 $455,059 - $497,735
-14,974 Reduced 15.78%
79,915 $2.39 Million
Q2 2022

Aug 12, 2022

BUY
$31.04 - $34.59 $2.95 Million - $3.28 Million
94,889 New
94,889 $3.02 Million

Others Institutions Holding HEFA

About ISHARES CURRENCY HEDGED MSCI E


  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.